Odaily Planet Daily News: According to foreign media analysis, for the second time in three years, concerns about the US economic recession have once again been brought to light by reality. And this time, the artificial intelligence (AI) craze may be the main contributor. As generative AI enters its third year, its financial impact is no longer limited to the stock prices of chip manufacturers. The surge in data center construction and overall capital expenditures is "beautifying" the US GDP data in astonishing ways. Jason Thomas, Chief Investment Strategist of Carlyle Group, pointed out that this capital expenditure is an effective reindustrialization of American companies, shifting their focus from software and intangible assets to investments in factories, machinery, and energy, which is unprecedented. The impact on GDP is enormous. Thomas estimates that AI related expenditures alone may contribute one-third of the US GDP growth rate in the second quarter of this year. And orders in related industries are still expanding at an annual growth rate of over 40%. (Golden Ten)
